Portfolio Management Officer
1 month ago
- Actively chase all debt within the allotted portfolio, using appropriate means (telephone, email, etc.) and update stakeholders as required.
- Maintain accurate and up-to-date client notes following conversations with clients, using Workday to record status.
- Have regular face-to-face meetings with stakeholders as required regarding their debt portfolios.
Additionally, you will monitor queries and disputes, ensuring appropriate escalation, and ensure consistent application of the firm's debt provisioning policy. You will also review and analyze aged debt against defined metrics, prepare summary reports as and when required, and identify problem debts that require escalation.
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Portfolio Management Professional
2 weeks ago
Bristol, Bristol, United Kingdom Portfolio Credit Control Full timeAbout the RoleWe are seeking a skilled Credit Controller on behalf of our client to work on a hybrid basis (2 days in office) for a 6-month FTC. The successful candidate will handle all credit control procedures, actively chase debt within the allotted portfolio, and maintain accurate client notes using Workday. Regular face-to-face meetings with...
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Portfolio Debt Manager
2 weeks ago
Bristol, Bristol, United Kingdom Portfolio Credit Control Full timeThis is an exciting opportunity for a skilled Credit Controller to join our team at Portfolio Credit Control. We are looking for someone with a background in professional services, ideally with experience in Workday.The successful candidate will be responsible for handling all credit control procedures, actively chasing debt, and maintaining accurate...
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Portfolio Management Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob OverviewHargreaves Lansdown Asset Management Limited is seeking an experienced Portfolio Management Specialist to join our team in Bristol. This exciting role will involve supporting the analysis of our Strategic Change Portfolio, driving insight to inform quality decisions at local and senior level.About the RoleThe ideal candidate will have experience...
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Responsible Investment Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob Details:Hargreaves Lansdown Asset Management Limited is seeking a Senior Portfolio Manager to join their team. This exciting role involves driving the company's Strategic Change Portfolio at pace, utilising insight to inform quality delivery across the business.The successful candidate will have experience in transformational change and portfolio...
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Senior Portfolio Manager Lead
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob Description:Hargreaves Lansdown Asset Management Limited is seeking a Senior Portfolio Manager to join their team. This exciting role involves driving the company's Strategic Change Portfolio at pace, utilising insight to inform quality delivery across the business.The ideal candidate will have strong leadership skills, with experience in transforming...
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Portfolio Management Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeAbout the Role:As a key member of our team, you will be responsible for analysing and driving insight into our Strategic Change Portfolio to inform high-quality decisions at local and senior levels.You will act as an SME for best practice across our IMPO and delivery community, ensuring we continuously improve our delivery frameworks, controls, and...
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Programme Management Officer
3 days ago
Bristol, Bristol, United Kingdom NHS Bristol, North Somerset and South Gloucestershire Integrated Care Board Full timeBNSSG ICB is looking for a skilled Programme Management Officer to manage its digital portfolio effectively. The successful candidate will be responsible for providing programme management support for the delivery of the BNSSG Digital Strategy and ensuring that digital programme management documentation is up-to-date and accessible to all...
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Strategic Portfolio Leader
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeHargreaves Lansdown Asset Management Limited is a leading investment company seeking an experienced Strategic Portfolio Leader to join their team. This exciting role involves driving forward strategic change across the business, working closely with stakeholders to deliver complex projects.As a Strategic Portfolio Leader, you will be responsible for managing...
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Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeAbout the PositionWe are seeking a skilled Portfolio Analyst to join our team at Hargreaves Lansdown Asset Management Limited. The successful candidate will support the analysis of our Strategic Change Portfolio, driving insights to inform quality decisions at local and senior levels.Your primary responsibilities will include supporting the continuous...
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Solar Portfolio Management Specialist
1 week ago
Bristol, Bristol, United Kingdom Netzero People Full timeJob Title:Solar Portfolio Management SpecialistSalary:£60,000 - £80,000 per annumAbout the Role:We are seeking a highly skilled Solar Portfolio Management Specialist to join our team at Netzero People. The successful candidate will be responsible for coordinating and supporting the office-based management of a portfolio of Solar sites.The role involves...
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Trust Portfolio Manager
6 days ago
Bristol, Bristol, United Kingdom Michelmores Full timeJob DescriptionMichelmores is seeking a highly experienced Trust Portfolio Manager to support the Trust Director, Partners and other members of the team in managing a portfolio of trusts. The successful candidate will have experience in trust administration and management of a large number of trusts.The role involves liaising with accountants and...
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Property Portfolio Manager
1 month ago
Bristol, Bristol, United Kingdom Beach Baker Property Recruitment Full timeJob Title: Property Portfolio ManagerAbout the Role:This is an exciting opportunity to lead a property manager for a single client with a regional property portfolio near Bristol. The successful candidate will be responsible for budget setting, cost control, and service charge recovery/administration.Main Responsibilities:Budget settingCost controlService...
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Portfolio Manager Coordinator
2 weeks ago
Bristol, Bristol, United Kingdom Netzero People Full timeAt Netzero People, we are seeking a highly skilled Portfolio Manager Coordinator to join our team in the UK (London) and India (Ahmedabad).We have a presence in Europe, North/South America, Africa, and Australasia, and from these hubs, we service multiple regions.Job Description:The ideal candidate will have excellent technical and analytical skills, with a...
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Strategic Change Portfolio Director
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob Overview:Hargreaves Lansdown Asset Management Limited is recruiting for a Senior Portfolio Manager to lead their Strategic Change Portfolio. As a key member of the team, you will play a critical role in driving forward the company's vision and strategy.This is an exciting opportunity to work with a talented team, leveraging your expertise in...
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Portfolio Performance Lead
1 week ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob OverviewWe are seeking a highly experienced Planning & Performance Senior Manager to join our Asset Management team. As a key member of our team, you will be responsible for driving business growth and success by developing and implementing strategies that align with our company's goals and objectives.In this role, you will work closely with our senior...
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Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Alexander Mae (Bristol) Ltd Full timeAbout the RoleAlexander Mae (Bristol) Ltd is expanding its presence in central Bristol and requires an experienced Portfolio Manager to join our team. The successful candidate will oversee the performance of our portfolio, develop strategies to improve yields, and manage relationships with key stakeholders.This is an exciting opportunity for a results-driven...
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Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Levitate Recruitment - Accountancy and Insolvency Recruitment Specialists Full timeLevitate Recruitment, a leading accountancy and insolvency recruitment specialist, is seeking an experienced Portfolio Manager to join their team. With a strong track record in managing client portfolios, this individual will play a crucial role in driving business growth and success.The successful candidate will have a minimum of 3 years of experience as a...
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Strategic Change Portfolio Analyst
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeAbout the RoleWe are seeking an experienced Portfolio Analyst to join Hargreaves Lansdown Asset Management Limited. This exciting role will enable you to contribute to the analysis of our Strategic Change Portfolio, driving insights to inform quality decisions at local and senior levels.As a Portfolio Analyst, you will be part of a small team supporting the...
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IT Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Sanderson Recruitment Full timeWe are seeking a visionary leader to revolutionize our IT Service Management portfolio. As IT Portfolio Manager, you will oversee the Service Desk, End-User Support, IT Assets & Logistics, and Service Transition functions.The ideal candidate will have a passion for strategic leadership and innovation, with experience in IT service management.Located in...
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Portfolio Development Analyst
2 weeks ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob DescriptionWe are looking for an experienced Portfolio Analyst to join our team. The successful candidate will have a strong analytical background and excellent communication skills.Key responsibilities will include:Developing and maintaining portfolios of investmentsAnalyzing market trends and making recommendations to clientsProviding regular portfolio...